Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.561 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47690.0 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46295.11 Kr¶
PnL: ---------------------------------------> -593.46 Kr¶
DD now: ---------------------------------> -1.933 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-17 14:49:27.850724'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.920000 | 2856.000000 | 220.000000 | 8.350000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.330000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.800000 | 427.600000 | 72.600000 | 20.450000 | 355.000000 |
| Corem Property Group B | 59 | -6.440000 | 642.510000 | 65.510000 | 11.350000 | 576.999999 |
| HMS Networks | 2 | -1.000000 | 710.000000 | 37.000000 | 5.500000 | 673.000000 |
| Boozt | 12 | -0.280000 | 1689.600000 | 35.600000 | 2.150000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| MedCap | 2 | 0.000000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| OEM International B | 7 | -0.510000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Essity A | 4 | 0.170000 | 1166.000000 | 17.000000 | 1.480000 | 1149.000000 |
| Intrum | 4 | -0.400000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Karnov Group | 9 | -0.160000 | 550.800000 | 14.800000 | 2.760000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.800000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| SAAB B | 8 | 1.750000 | 3389.600000 | 12.600000 | 0.370000 | 3377.000000 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Nordea Bank Abp | 29 | -0.080000 | 3465.500000 | 11.500000 | 0.330000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | -4.890000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Essity B | 2 | -0.210000 | 581.600000 | 7.600000 | 1.320000 | 574.000000 |
| AcadeMedia | 12 | 0.040000 | 564.240000 | 7.240000 | 1.300000 | 557.000004 |
| Midsona B | 63 | -3.310000 | 589.050000 | 6.050000 | 1.040000 | 582.999984 |
| Resurs Holding | 22 | -1.690000 | 575.960000 | 1.960000 | 0.340000 | 573.999998 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Norva24 Group | 16 | -1.910000 | 543.360000 | 0.360000 | 0.070000 | 543.000000 |
| Handelsbanken A | 5 | -0.770000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Swedbank A | 3 | -0.240000 | 562.500000 | -1.500000 | -0.270000 | 564.000000 |
| Securitas B | 6 | -0.630000 | 566.520000 | -3.480000 | -0.610000 | 570.000000 |
| CTEK | 13 | -3.360000 | 523.380000 | -10.620000 | -1.990000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -2.860000 | 2885.000000 | -42.000000 | -1.430000 | 2927.000000 |
| Sampo Oyj SDB | 7 | 0.370000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| International Petroleum Corp. | 5 | 1.210000 | 541.500000 | -53.070000 | -8.930000 | 594.565215 |
| Vivesto | 1368 | 1.690000 | 559.240000 | -53.760000 | -8.770000 | 612.999432 |
| Axfood | 13 | 0.220000 | 3588.000000 | -168.000000 | -4.470000 | 3756.000001 |
| OX2 | 18 | -0.840000 | 1490.400000 | -173.600000 | -10.430000 | 1663.999992 |
| Fasadgruppen Group | 35 | -0.410000 | 3416.000000 | -395.000000 | -10.360000 | 3810.999990 |
| Ovzon | 52 | -3.110000 | 2917.200000 | -444.800000 | -13.230000 | 3361.999992 |
| TOTAL | 46295.110000 | -593.460000 | -1.93274% | 46888.564618 |
Updated:¶
'2023-01-17 14:49:39.845415'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
